Smartleaf said that the implementation of its Overlay Portfolio Management Solution will facilitate consistent and customized open-architecture investment solutions, apart from tax management.
The new solution will also enable the bank’s portfolio managers to retain complete control over their clients’ assets while continuing to offer open-architecture research-based solutions, claims the technology solutions provider.
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Louise Sandberg, senior executive vice president, wealth management at People’s United remarked: " Smartleaf’s overlay enables portfolio managers to spend more time with clients, while retaining full discretion over their portfolios."
Additionally, People’s United will also be able to leverage the resources of the entire firm while preserving the ability to deliver personalized solutions.
People’s United Bank is a subsidiary of People’s United Financial, which is a diversified financial services company having US$28 billion in assets.
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